Inside Goliath: an overview of the contact details page

This guide breaks down the Contact Details page in Goliath and shows how to access, edit, and manage contact records effectively. You’ll learn how to update contact information, add notes, track activity, manage deals and tasks, schedule appointments, upload files, and collaborate with teammates. The goal is to keep every contact record organized, current, and ready for action. Check out the full video here: https://www.loom.com/share/db5eda5242a0435daab81db0a9cff911

What's covered in the video

1. Accessing the Contact Details Page

• Navigate to the Contact section of the application

• Select a contact to view their Contact Details page

2. Editing Contact Information

• Locate the first and last name of the contact at the top left

• To edit, click the pencil icon next to the contact's information

• Update the email address, phone number, or address as needed

3. Archiving and Rounding Robin Contacts

• If a contact is no longer usable, select the archive option

• To distribute contacts among team members, use the round robin feature 

4. Enriching Contacts

• Identify contacts that need enrichment

• Use the enrich option to add additional information

5. Managing Related People

• View related individuals on the left side of the Contact Details page

• Access their phone numbers for communication

6. Custom Fields and Tags

• Utilize custom fields to track specific information (e.g., price, stage, motivation)

• Add or create tags to categorize contacts based on your needs 

7. Viewing Additional Properties

• Check for any additional properties owned by the contact

8. Adding Notes and Communication

• Enter notes for internal use or for team visibility

• Use the text or email options to communicate with the contact

9. Managing Activity Feed

• Sort through the activity feed to view notes, calls, texts, and emails

• Choose to show or hide activities as needed

10. Tracking Deals and Tasks

• Use the deal card to track specific properties associated with the contact

• Create and assign tasks for follow-ups, calls, or emails

11. Scheduling Appointments

• Add appointments for callbacks or personal meetings

• Assign appointments to team members

12. Uploading Files and Adding Contributors

• Upload relevant files (e.g., contracts, photos) for the contact

• Add contributors from your team to collaborate

13. Enrolling in Automations

• If applicable, enroll the contact in any automations you have set up.

Best practices, tips and tricks

A few best practices

• Update contact information immediately after conversations

• Use notes consistently to capture context and next steps

• Keep records clean by archiving contacts that are no longer relevant

When to use the Contact Details page

• Use the Contact Details page as the source of truth for each relationship

• Use it before calls or meetings to review history and context

• Use it after interactions to log updates, notes, and follow-ups

Contact organization and ownership

• Assign contacts to the appropriate team member for accountability

• Use tags and custom fields to reflect motivation, stage, or priority

• Add contributors when multiple teammates are involved

Recommended daily workflow

• Open the contact record before every call or appointment

• Add notes and update fields immediately after conversations

• Create tasks or appointments directly from the contact page

• Review activity feeds to stay aligned with team interactions